Assistant Portfolio Manager

3 weeks ago


Leeds, Leeds, United Kingdom Border to Coast Full time
About the Role

We are seeking a highly skilled and experienced Assistant Portfolio Manager to join our team at Border to Coast. As a key member of our investment team, you will play a crucial role in supporting the preparation and maintenance of extensive due diligence reports, contributing to investment decision making and portfolio construction using internal and external sources of data and research.

Key Responsibilities
  1. Support the preparation and maintenance of due diligence reports, including the coordination of process and identification of risks.
  2. Contribute to investment decision making and portfolio construction, utilizing internal and external sources of data and research.
  3. Perform ongoing monitoring of existing managers and underlying strategies, including the coordination of process and identification of risks.
  4. Notify any identified risks to the People Manager and relevant teams.
About You

We are looking for individuals with experience in the finance and investment universe, preferably with accounting experience, investment analyst, work in IT, data, internal audit, investment operations or a related area. A working knowledge of private markets or real estate is preferred but not essential. Strong organisational and time management skills are also required.

About Us

Border to Coast is the largest LGPS pool in the UK, owned by 11 Local Government Pension Schemes. We offer our 11 Partner Funds investment opportunities across equities, fixed income, private markets, and global real estate. Our team has been awarded 'Best Pool of the Year' at the LAPF Investment Awards three years out of four, and we are committed to providing a supportive and inclusive work environment.

What We Offer
  1. Vitality Health Insurance for all employees.
  2. Employee Assistance Programme.
  3. A generous holiday allowance of 30 days a year, plus bank holidays.
  4. Professional Development.
  5. Critical Illness Cover.
  6. Pension scheme.
  7. Stunning Leeds city centre location.
  8. Cycle to work scheme.
  9. Life Assurance 6x of salary.
  10. Sustainable travel plans and public transport discounts.
  11. Range of discounts for Leeds gyms, shops and restaurants.


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